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Disclosery

Atria Investments, Inc: UDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on UDR, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 16,887 UDR shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,887 shares
    Change vs previous 13F -175 shares

    0.01% of the 13F portfolio, value $566,573.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,062 shares
    Change vs previous 13F -1,083 shares

    0.01% of the 13F portfolio, value $681,096.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 18,145 shares
    Change vs previous 13F +1,968 shares

    0.01% of the 13F portfolio, value $612,948.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 16,177 shares
    Change vs previous 13F -1,552 shares

    0.01% of the 13F portfolio, value $593,379.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 17,729 shares
    Change vs previous 13F -3,621 shares

    0.01% of the 13F portfolio, value $660,582.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 21,350 shares
    Change vs previous 13F -1,453 shares

    0.01% of the 13F portfolio, value $871,714.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 22,803 shares
    Change vs previous 13F +965 shares

    0.01% of the 13F portfolio, value $1,030,013.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 21,838 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $947,985.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).